Unclaimed
William Cultice is a financial advisor at First Command Advisory Services, based in Fort Worth, TX. William has been in the industry since 1996 and has experience working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. William is a Certified Financial Planner and offers a range of financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
12/15/2015 - Present
First Command Advisory Services (Woodbridge VA)
IA
Issued 12/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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